$431 Billion is the total value of SPEECE THORSON CAPITAL GROUP INC's 42 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SJM | Buy | SMUCKER J M CO | $11,217,000 | -3.7% | 109,315 | +0.8% | 2.60% | +6.0% |
| AVT | Buy | AVNET INC | $10,187,000 | +14.5% | 227,550 | +9.7% | 2.36% | +26.1% |
| VAR | Buy | VARIAN MED SYS INC | $10,154,000 | +43.1% | 90,716 | +45.3% | 2.36% | +57.6% |
| MWA | Buy | MUELLER WTR PRODS INC | $10,121,000 | +20.4% | 879,281 | +22.6% | 2.35% | +32.6% |
| DOOR | Buy | MASONITE INTL CORP NEW | $9,982,000 | +113.7% | 155,729 | +139.6% | 2.32% | +135.5% |
| XEC | New | CIMAREX ENERGY CO | $4,239,000 | – | 45,614 | +100.0% | 0.98% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-31
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| LEGGETT & PLATT INC | 42 | Q3 2023 | 6.6% |
| M & T BANK CORP | 42 | Q3 2023 | 6.2% |
| WHITE MOUNT INS GRP LTD | 42 | Q3 2023 | 5.0% |
| SONOCO PRODUCTS | 42 | Q3 2023 | 4.7% |
| LABORATORY CORP AMER HLDGS | 42 | Q3 2023 | 4.1% |
| SMUCKER J M CO | 42 | Q3 2023 | 4.6% |
| NORTHERN TRUST CORP | 42 | Q3 2023 | 4.0% |
| EATON CORP PLC SHS | 42 | Q3 2023 | 4.6% |
| CASEYS GEN STORES INC | 42 | Q3 2023 | 4.2% |
| ZIMMER HLDGS INC | 42 | Q3 2023 | 5.9% |
View SPEECE THORSON CAPITAL GROUP INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-02-23 |
| 13F-HR | 2023-11-20 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-08 |
View SPEECE THORSON CAPITAL GROUP INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.